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Advisor at DEWITT AND DUNN FINANCIAL SERVICES, LLC
ADDISON, TX | Duluth, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DEWITT AND DUNN FINANCIAL SERVICES, LLC | State registered | Sep 27, 2020 | n/a | yes | ADDISON, TX|Duluth, MN | Current employment |
| CORECAP ADVISORS | Bd affiliated wealth | Aug 22, 2016 | Nov 23, 2020 | no | Addison, TX|SOUTHFIELD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CORECAP ADVISORS | DEWITT AND DUNN FINANCIAL SERVICES, LLC | Nov 23, 2020 | Sep 27, 2020 | -57 | Firm change after gap | Ibd to state RIA |